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Senior Administrator - Client Services (O910803)

Douglas, Isle of Man

Accounting & Finance

£35,000 - £40,000 per annum plus benefits

Full time / Permanent

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Job description


One of our corporate and fiduciary services clients, with an international operating footprint, is experiencing growth within the business and are seeking an additional Senior Administrator to join the team and promote the highest standards of client relationship management.

Role Profile

  • Ensure adherence to all legislative and regulatory requirements to promote the highest standards of client relationship management
  • To provide trust and company administration services
  • Ensure Client Contact Programme (CCP) is actively maintained in accordance with agreed standards
  • Process New Business
  • Undertake management and review of, Investments and other client assets, including the review of related documentation
  • Preparation of minutes/resolutions
  • Ensure Annual or Biannual Client Reviews and Risk Assessments are completed and within required timescales
  • Opening and managing client bank accounts, including authorising payment instructions
  • Undertake relevant Statutory Filing
  • Process Financial Transactions such as Dividends, Distributions and Loans
  • Maintain Company and Trust records, including due diligence
  • Analyse Financial Statements
  • Provide support to the Associate Director Client Services and the other members of the Senior management team and colleagues as required
  • Contribution to the maintenance and improvement of internal customer relationships and efficiencies, by ensuring of clear objective setting, effective communication, support of personal development
  • To provide accurate time recording to ensure the correct fee income is derived
  • To undertake other responsibilities as required

Person Profile

  • A practical understanding and application of high-quality client service delivery
  • Strong problem analysis and resolution skills
  • Strong verbal, written communication, and interpersonal skills, with the ability to present complex concepts in a clear and concise manner
  • Clear understanding of the products and services provided by the company
  • Ability to identify, mitigate and manage operational risk and controls
  • Strong technical CSP/TSP knowledge
  • Good organisation and control of workflow
  • Understanding of the importance of strong Corporate Governance
  • Self-motivated and have the ability to work under pressure
  • Clear understanding of Regulatory requirements
  • The ability to deal with client and professional advisors thereby showing a commitment to providing a quality service.
  • Able to work on own initiative and to be highly disciplined.
  • Track record of high-quality delivery of client service
  • Experience of delivering service improvements and participation in projects
  • Knowledge and awareness of FSA Anti Money Laundering requirements, proceeds of Crime Procedures, data Protection, companies Act 1931, companies Act 2006, trust Acts 1961-2005, charities Legislation (UK & IOM), foundation Legislation (Relevant Jurisdictions)

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